A detailed history of Financial Advocates Investment Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Financial Advocates Investment Management holds 20,133 shares of JPM stock, worth $4.42 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
20,133
Previous 20,488 1.73%
Holding current value
$4.42 Million
Previous $4.14 Million 2.41%
% of portfolio
0.24%
Previous 0.26%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$194.9 - $224.8 $69,189 - $79,804
-355 Reduced 1.73%
20,133 $4.24 Million
Q2 2024

Jul 26, 2024

SELL
$180.08 - $204.79 $687,725 - $782,093
-3,819 Reduced 15.71%
20,488 $4.14 Million
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $75,524 - $90,535
452 Added 1.89%
24,307 $4.87 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $78,293 - $98,263
-577 Reduced 2.36%
23,855 $4.06 Million
Q3 2023

Oct 27, 2023

BUY
$143.21 - $158.0 $30,503 - $33,654
213 Added 0.88%
24,432 $3.54 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $34,671 - $39,559
272 Added 1.14%
24,219 $3.52 Million
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $147,893 - $170,259
1,184 Added 5.2%
23,947 $3.12 Million
Q4 2022

Feb 14, 2023

BUY
$101.96 - $137.84 $924,471 - $1.25 Million
9,067 Added 66.2%
22,763 $3.05 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $107,091 - $622,916
-5,166 Reduced 27.39%
13,696 $1.43 Million
Q2 2022

Aug 12, 2022

BUY
$112.61 - $135.91 $142,226 - $171,654
1,263 Added 7.18%
18,862 $2.12 Million
Q1 2022

May 11, 2022

SELL
$128.3 - $168.44 $76,723 - $100,727
-598 Reduced 3.29%
17,599 $2.4 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $110,221 - $122,994
716 Added 4.1%
18,197 $2.88 Million
Q3 2021

Nov 04, 2021

SELL
$146.97 - $166.98 $94,354 - $107,201
-642 Reduced 3.54%
17,481 $2.86 Million
Q2 2021

Aug 03, 2021

SELL
$147.37 - $166.44 $1.92 Million - $2.17 Million
-13,011 Reduced 41.79%
18,123 $2.81 Million
Q1 2021

May 10, 2021

BUY
$125.65 - $157.65 $827,907 - $1.04 Million
6,589 Added 26.84%
31,134 $3.65 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $60,723 - $79,927
629 Added 2.63%
24,545 $3.12 Million
Q3 2020

Nov 04, 2020

SELL
$91.28 - $103.82 $148,147 - $168,499
-1,623 Reduced 6.35%
23,916 $2.3 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $641,989 - $866,758
7,640 Added 42.68%
25,539 $2.4 Million
Q1 2020

Apr 29, 2020

SELL
$79.03 - $141.09 $108,429 - $193,575
-1,372 Reduced 7.12%
17,899 $1.61 Million
Q4 2019

Feb 13, 2020

SELL
$111.82 - $139.4 $718,331 - $895,505
-6,424 Reduced 25.0%
19,271 $2.69 Million
Q3 2019

Nov 13, 2019

BUY
$104.8 - $120.23 $879,272 - $1.01 Million
8,390 Added 48.48%
25,695 $2.76 Million
Q2 2019

Aug 08, 2019

SELL
$104.64 - $116.12 $161,564 - $179,289
-1,544 Reduced 8.19%
17,305 $1.94 Million
Q1 2019

May 16, 2019

BUY
$97.11 - $107.19 $2,913 - $3,215
30 Added 0.16%
18,849 $1.91 Million
Q4 2018

Feb 14, 2019

SELL
$92.14 - $115.32 $630,329 - $788,904
-6,841 Reduced 26.66%
18,819 $1.84 Million
Q3 2018

Nov 14, 2018

BUY
$103.61 - $118.63 $612,024 - $700,747
5,907 Added 29.9%
25,660 $0
Q2 2018

Aug 09, 2018

SELL
$103.24 - $114.29 $81,869 - $90,631
-793 Reduced 3.86%
19,753 $2.08 Million
Q1 2018

May 11, 2018

BUY
$107.01 - $118.77 $553,348 - $614,159
5,171 Added 33.63%
20,546 $2.26 Million
Q4 2017

Feb 15, 2018

BUY
$95.86 - $107.83 $1.47 Million - $1.66 Million
15,375
15,375 $1.48 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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